Oakmont Capital Management, LLC
● SEC registered since 2010CRD 128939SEC# 801-71287Oakmont, PA
Reg. AUM
$3.09B
Employees
19
Accounts
994
Location
Oakmont, PA
Oakmont Capital Management, LLC assets under management
Oakmont Capital Management, LLC is a registered investment adviser overseen by the SEC based in Oakmont, PA. The firm has been registered since 2010. It reports $3.1 billion in regulatory assets under management and employs 19 people.
Oakmont Capital Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Darrin Keith Duda Control | Partner & Chief Investment Officer | 10-25% | 2025 |
| Gina Marie Kovatch Control | Chief Compliance Officer | Under 5% | 2018 |
| Lawrence Jon Koteski Control | Partner & Chief Executive Officer | 50-75% | 2025 |
| Marc Christopher Defife | Passive Partner | 10-25% | 2006 |
| Patrick William Fisher Control | Partner & Head Of Consulting Services | 10-25% | 2025 |
Frequently asked questions
How much does Oakmont Capital Management, LLC manage?
Oakmont Capital Management, LLC reports $3.1 billion in regulatory assets under management on its Form ADV.
How many employees does Oakmont Capital Management, LLC have?
Oakmont Capital Management, LLC reports 19 employees.
Where is Oakmont Capital Management, LLC located?
Oakmont Capital Management, LLC is based in Oakmont, PA and has been SEC-registered since 2010.
Does Oakmont Capital Management, LLC disclose fund performance?
Oakmont Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 856 Allegheny River Blvd, Oakmont, PA 15139 |
| Phone | (412) 828-5550 |
| Fax | (866) 645-8396 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.09B▲ 390%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,306 advisers
EmployeesTop 25%
More than 75% of 16,824 advisers
Assets under management
$3.09Bregulatory AUM
Discretionary $532.1MNon-discretionary $2.55B